BEACON INVESTMENT ADVISORS LLC
Position in UPS — United Parcel Service Inc
CIK 1961635
Gaithersburg, MD
Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,848,570
+$141,382 QoQ
Shares Held
17,196
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#780
of 2,129 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $5,215,016 across 3 Integrated Freight & Logistics names. UPS ranks #2 (35.4% of the industry book) .
All Filings in UPS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,848,570 | 17,196 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,707,188 | 17,353 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,718,069 | 17,321 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,463,696 | 17,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,738,893 | 17,227 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,871,259 | 17,013 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,114,066 | 16,765 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,259,290 | 16,571 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,186,041 | 15,974 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,766,021 | 11,882 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,832,987 | 11,658 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,786,114 | 11,459 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,023,374 | 11,288 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,155,616 | 11,112 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,896,420 | 10,909 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||